Developing a clear investment strategy
The investment world can be complicated, and many people fall foul of the roller-coaster nature of today’s markets. Our service is designed to simplify investing and protect your wealth by developing a clear strategy supported by sound governance and a long-term perspective.
We don’t believe in trying to time the market but rather we look at the bigger picture. As a starting point, we will review your current investments. As we are advisers rather than investment managers, we are able to provide an objective assessment and find the very best solution for your requirements.
How much risk is appropriate for your investment portfolio?
Everyone has their own appetite for the level of risk they are willing to take in their portfolio, so when recommending investments that best suit your needs, we start with a risk profiling questionnaire, accompanied by an in-depth discussion with a Private Banker. This helps us to gain a full insight into your financial position and assists us in developing a suitable investment strategy.
Passive or active management?
A passive approach to investing is integral to our proposition and many clients find that a portfolio of tracker funds is the right option for them as it helps to keep fees and costs down.
Our global tracker portfolios are globally diversified and carefully constructed to provide you with a lower cost solution. We help you to create the right balance of tracker funds in your portfolio and then ensure that it doesn’t drift over time.
However, if active management is a better solution to achieve your goals, we can also help you to select the right investment manager. Our rigorous fund manager market review* ensures our recommendations deliver a robust investment process and consistent performance. Due to our economies of scale and our reputation, we are able to negotiate lower active management fees for you than would be available if you were to approach a fund manager yourself as an individual investor.
* To be selected for the Weatherbys discretionary fund panel, our partners need to demonstrate high levels of risk control, consistency, portfolio governance, service and performance.
Corporate and social responsibility is important to our business. If you are interested in environmental, social and governance-themed investing (sustainable investing/ESG), we are able to recommend a suitable portfolio.
We continually monitor your investments, taking into consideration any changes in your circumstances as part of your overall financial planning. We will keep you informed of the changes to the political and economic landscape and portfolio performance through our quarterly reports, regular insights and events.
How Weatherbys can help
Investing may seem like a minefield, but it doesn’t have to be. With our expert help, you can avoid the pitfalls of investing and create a plan that works for you and your family for the long term. Please get in touch using the form below to find out how we can help you plan for your future.
Tax laws are subject to change and taxation will vary depending on individual circumstances. Investments can go up and down in value and you may not get back the full amount originally invested.